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Paychex

1,599 hedge funds and large institutions have $34.7B invested in Paychex in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 513 increasing their positions, 662 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

21% less first-time investments, than exits

New positions opened: 128 | Existing positions closed: 162

23% less repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 662

45% less funds holding in top 10

Funds holding in top 10: 2212 (-10)

Holders
1,599
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$348M
Puts
$262M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCP
1726
Blue Chip Partners
Michigan
LAM
1727
Longboard Asset Management
Arizona
TIA
1728
Tiemann Investment Advisors
California
GWM
1729
Gitterman Wealth Management
New Jersey
PFG
1730
Putney Financial Group
California
AWM
1731
Atticus Wealth Management
Florida
IIM
1732
Intact Investment Management
Quebec, Canada
BFP
1733
Briaud Financial Planning
Texas
OWA
1734
Opal Wealth Advisors
New York
BCMLT
1735
Beacon Capital Management LLC (Tennessee)
Tennessee
ACM
1736
Aster Capital Management
United Arab Emirates
CWM
1737
CarsonAllaria Wealth Management
Illinois
MWM
1738
MorganRosel Wealth Management
Colorado
T
1739
Transce3nd
Texas
NC
1740
NewSquare Capital
Pennsylvania
WOC
1741
West Oak Capital
California
TPWA
1742
Twin Peaks Wealth Advisors
California
SC
1743
Stephens Consulting
Michigan
GC
1744
Garde Capital
Washington
SGC
1745
Slocum, Gordon & Co
Rhode Island
PSFG
1746
Park Square Financial Group
Georgia
CWP
1747
Concord Wealth Partners
Virginia
SO
1748
Sierra Ocean
California
KWM
1749
Kiker Wealth Management
Georgia
JFA
1750
JNBA Financial Advisors
Minnesota